12/12/2025
David Kopittke with Lighthouse Planning went over some basics (although this chart may not look basic!) of how to setup distributions after retirement to maximize earnings. David is a Certified Financial Planner who focuses on group benefits for businesses of all sizes. They have worked with sole proprietors all the way up to the City of Chicago.
Let David take you to lunch and learn how he can add value to your business and increase employee benefits!